GP PowerPack

GP PowerPack enhances virtually every part of the Dynamics GP system. The GP PowerPack suite contains numerous Features (completely new sets of functionality) and Tweaks (small changes to different parts of the system) designed to improve user efficiency. If you have ever asked, “Why doesn’t GP do….”, continue reading because that wished-for feature is probably already in GP PowerPack.

Each Feature listed below can be licensed separately. The collection of Tweaks is licensed as a group, but they can be enabled individually. A Suite License provides access to everything, and new Features and Tweaks as we add them, at a significant discount over the a-la-carte pricing.

Alerts: Sticky Notes for GP! Add a pop-up sticky note to many master records (items, vendors, equipment, etc) and transactions (sales transactions, service calls, etc). An Alert attached to a Customer will pop-up wherever the Customer ID is used in GP. Use Alerts to remind users to include additional items on a sale, suggest add-ons, or to order a specific revision level of a part from a Vendor, or to provide special customer requests. Now with Alert Builder you can create new alerts attached to any GP window, or 3rd party or custom window.

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Bank Deposit Filters: Significantly decreases the amount of time needed to create Bank Deposits. Locate cash receipts quickly by sorting by amount, or Credit Card Name, or restrict to just see charges from one card.

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Bin-to-Bin Transfers: Create bin-to-bin transfers using the Inventory Transfer Entry window. Create, save, and post bin-to-bin transfer transactions in batches, and create a historical record of inventory movement, which is visible on all Inventory Inquiry windows and Reports.

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Compare WilloWare Bin-to-Bin vs GP

Client Version Tracking: Client Version Tracking is a FREEutility for managing the configuration of every Dynamics GP client in your system. When each client connects to the server, Client Version Tracking records the version information of every dexterity product installed on the client. Version information for all clients can be viewed in the Client Version Information window, where the view can be restricted by client computer or module, or a “Conflicts Only” view that just shows client/modules with version conflicts. An optional setting prevents GP clients with conflicts from logging-in to GP until the conflicts are resolved.

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Color Settings: Color Settings is a FREE utility for tweaking the GP user interface. Color Settings provides a very detailed level of control over the appearance of the line color on scrolling windows, text, window backgrounds, buttons, column headings, tools bars, and more. Some uses for Color Settings are:

Make the windows different colors in different companies (i.e. so you do not forget you are logged into a test company)

Do My Job For Me button (“The Big Red Do My Job For Me Button”) – you will just have to download the software and try it!

Extended Lot Attributes: Track an unlimited number of user-defined lot attributes beyond the normal five provided by Dynamics GP. The ELA fields are “attached” to the Lot Number, so they are available no matter where the Lot Number is used. The ELA fields can be of any datatype, have one or more set as required and have pre-defined values accessed from a Lookup.

GPEmail: Generate emails of Sales Transactions directly from GP to any MAPI-compliant email client. Use GPEmail to quickly send Order confirmations or to verify Quotes.

GPTalk: Is a FREE text messaging utility that runs securely inside of Dynamics GP. Enable quick communication between users, or send a broadcast message to all users. The broadcast function is password controlled. GPTalk is free! Just register and then download the software.

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idModifier: A utility for updating ID fields throughout the Dynamics GP system. Dynamic Search locates all tables that need to be updated, whether the tables are part of core Dynamics GP, or in a customization or 3rd Party Product. idModifier comes pre-loaded with all known field names for the ID Types included with the product (i.e. all known names for “Item Number”). Additional field names can be added if a 3rd Party or Customization uses a non-standard field name which is not included in idModifier. Included ID Types are: Serial Numbers, Lot Numbers, Item Numbers, Customer Numbers, Vendor Numbers, and Sites.

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IV Mass Transaction/Transfer: quickly transfer all inventory in a site/bin into another site/bin by simply selecting the From and To Sites and Bins. All inventory in the From Site/Bin is added to an inventory transfer, all serial/lots are auto-selected, and bin quantities are allocated. This can also be used to do a mass bin-to-bin transfer. A use for Mass Transfer would be in an environment using GP Manufacturing Quality Assurance. When inventory is received, the QA module puts it into a QA Site/Bin. When the material is ready for release, a bin-to-bin transfer puts the inventory into the QA-Site/Released-bin. When the Released inventory is moved into raw material or finished good inventory, the IV Mass Transfer module can move ALL released inventory without have to put each item, lot, and bin on an inventory transfer.

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Login Monitor: Login Monitor automatically logs-out inactive users. Make full use of your existing GP User Licenses by ensuring that your user count is not consumed by inactive log-ins, and reduce the possibility of unauthorized access to the system by automatically closing inactive GP clients. Specific users can be excluded from Login Monitor so their logins are never disconnected. Before logging-out a user Login Monitor checks that they are not in the middle of a long running process, such as posting a large batch or running maintenance, and that they do not have unsaved transactions open (including Field Service and Manufacturing).

Kit Transactions: Transfer all of the components of a kit without having to individually select each component, or create an Inventory Adjustment/Variance to put all of the Kit Components into inventory (or remove them from inventory). Kit Transactions calculates the quantity needed for each component and checks for available inventory before adding any components to the transaction. If there are any shortages, or components are not assigned to the destination site, an error log report prints showing all of the exceptions. Kit Transactions works with Transfers, Adjustments and Variances, and In-Transit Transfers.

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Mass Batch Change: Quickly move documents to a new Batch. Use Query Builder to create and save a query to identify target documents to transfer, or create your own Custom Query in tSql. If you transfer documents between batches to track work flow, speed the process by saving the query and reusing it. Mass Batch Change works for the following documents:

Sales Transactions

Receivables Transactions

Cash Receipts

Payables Transactions

Manual Checks

Inventory Assembly Transactions

Purchasing Invoice

Purchasing Receipts

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Most Recently Used: A Pop-up window that shows your last 50 viewed purchase orders or sales transactions. With just a click you can re-open documents you have recently worked on. This is a great time saver for busy purchasing agents and order entry personnel.

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Next Number Generator: Create system maintained numbering sequences for ANY field in GP or any 3rd Party Product. When creating a new master record, create the ID by selecting the Next Number from the Next Number Lookup. Next Number Generator supports an unlimited number of ID sequences, so you could have one numbering sequence for Office Supply items, one for Samples, and another for Raw Materials. Automatically generate IDs for Items, Customers, Vendors, Employees, Machines, Lots and Serials, and more.

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Note Locking: Enables locking of all Notes in Dynamics GP, including Form-level and Record-level notes. Use a “soft lock” (no password) to prevent accidental changes to or deletion of a record-level note on a Sales Transaction. Or, use a “hard lock” (requires system password to unlock), on a Customer Note that should never be changed. When a note is locked, the text field is disabled, as are the Attach and Delete buttons.

Posting Controls: Set an allowed maximum dollar amount that a user is allowed to approve/post. Posting Controls are set on a per-user, per-document basis, and are available for virtually every window in Dynamics GP with a Post button. For example, set a dollar amount limit for a User on transaction level posting of Invoices, then any transaction above that amount must be saved into a batch for manager approval.

Select Checks Filters: Dramatically reduce the time it takes to build a Check Batch by identifying the documents to include in the Batch with Select Checks Filters. The sophisticated query builder window can store an unlimited number of Filter Criteria, and save the Filter for repeated use.

Create and save complex Filters with unlimited search criteria:

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Preview the documents returned by the Filter, and manually add single documents to the Filter before creating the Check Batch:

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Series Post Filter: Adds multiple Batch selection criteria to the Series Post windows in Financials, Receivables, Payables and Inventory. Quickly locate a sub-set of Batches, such as all Financials Batches originating in Manufacturing, so that they can be marked and posted as a group. Series Filter Post saves a significant amount of time over manually marking batches to post one at a time.

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Shortage Inquiry: Provides a consolidated view of inventory shortages for an Item from Sales Backorders, Manufacturing Picklists, and Service Call Parts. When receiving inventory know immediately where that inventory is needed. For Manufacturing Shortages, immediately see the MO Status and Work Center requiring the inventory.

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Site to Bin Migration: A tool for implementing Multi-Bins. Site to Bin Migration allows mapping of the AUTOCREATE bin in source Sites, to destination Bins in a master site. It then creates an inventory transfer to move all inventory out of AUTOCREATE into the target bins.

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SmartList Analyzeradds mathematical and statistical functions to SmartList. Perform quick count on the number of invoices created this week, or add a calculated column to find the total value of inventory in a site. Functions include:

Average – adds the values in a column and divides by the number of values in a column

Frequency – counts how often each value occurs in the selected column

Mode – finds the most frequently occurring value

Standard Deviation – calculates the standard deviation of values in a column

Sum – calculates the total of a column

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SOP Auto-Select Bin:Eliminates the need to manually select bins in Sales Transaction Entry by automatically fulfilling an order from available inventory across multiple bins. If Bin Priorities are specified for an item, bins will be used in order of priority, otherwise they are used in alphanumeric order.

System Access Lock: Quickly lock all users out of one or more company databases during closing procedures or maintenance. Display a custom warning message if users attempt to log-in to a locked company. Specify which users are allowed to log-in during the lock out.

U of M Schedule Change Utility: Enables changing a U of M Schedule for an item and automatically updating all affected master record and transaction tables throughout Dynamics GP, Manufacturing and Field Service. The utility automatically maps Units of Measure between the old Schedule and the new Schedule, which can have the same or large Quantity Decimals. For example, if the old Schedule has a conversion of Case = 10 Each, and the new Schedule has a conversion of CA = 10 EA, all transactions with Case will be updated to CA. Normally GP does not roll changes through the system, requiring a manual fix to the Unit of Measure on each transaction or master record. The utility also keeps the Purchasing Options, Price List, and Extended Price List by converting it to mapped units of measure. See more about how it works.

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Void Historical Payables Transactions Filters: Provides a number of search/query fields to quickly locate a payables document. Saves a significant amount of time over scrolling through thousands of documents to locate the correct one.

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Void Open Payables Transactions Filters: Provides a number of search/query fields to quickly locate a payables document. Saves a significant amount of time over scrolling through thousands of documents to locate the correct one.

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The current list of Tweaks includes:

GENERAL LEDGER:

Account Copy/Paste: copy-and-paste an Account Number from one line in a distributions window into a new line. Works on the distribution windows in GL, PM, POP, RM and SOP.

Auto-Fill Distribution Reference: copies the Reference field from the GL Transaction header to each new distribution line.

Copy UDF’s During Mass Modify-Copy: The Financials Mass Modify Chart of Accounts utility copies two of the four User Defined fields when copying existing accounts to new accounts This Tweak ensures all of the UDF’s are copied.

Reconcile to GL Date Validation: when changing dates in the Reconcile to GL window, this Tweak automatically sets the End Date equal to the Start Date to prevent the GP warning that that the Start Date must be before the End Date.

Item Class User Defined Fields: GP provides 6 “Item Category” fields that are defined at the Company level. Item Class User Defined Fields enables set-up of the six Item Category fields on an Item-Class level so that different groups of items can have different Item Category fields with different sets of lookup values for each field. GP provides Item User Category definition at the Company level, so all Items must have the same 6 User Defined Fields. With Item Class UDF each Class of Items can have its own set of User Defined Fields.

Lock Item History Fields: normally the fields on Item History are editable, which would allow an accidental change to historical inventory information.

Remove Bins Utility Fix: The GP Remove Bins utility is supposed to check if a bin is assigned as a Default Bin at the Item-Site level, and not remove the bin if it is a default bin. The utility does not perform this check, and removes bins assigned as default. The Remove Bins Utility Fix ensures the default bin check is performed.

Set IV Batch Post to GL checkbox: automatically sets the Post to GL checkbox on Inventory Batch Entry to ensure that batches are always posted through to GL by default.

PURCHASING:

Auto-Close Child Windows: no more playing “Where’s Window” after clicking Save on a PO. GP will tell you which window is open, but will does not bring it forward, requiring the user to hunt for and close the window before being allowed to save the document. This Tweak will close open child windows automatically.

Calculate Release Date: Purchasing Setup has an option to calculate the Release Date based on the Required Date but it only works when entering a new line. This Tweak ensures the Release Date is recalculated if the Required Date is changed.

Lock Last Cost:Prevents posting PO Receipts from updating the Last Invoice Cost on Item-Vendors. Also has an optional control on the Item Cost in PO Entry to prevent changing the cost outside of a predefined Allowable Variance.

Non-Inventory Unit of Measure: override Dynamics GP’s default use of “Each” on non-inventory items with your own Unit of Measure, such as LB, KG, Pack, etc.

PM Inquiry-Bank Rec Link: Displays an indicator in Payables Transaction Inquiry-Document and Payables Transaction Inquiry-Vendor when the document has been Cleared in Bank Rec, or Marked in a Bank Rec reconciliation.

PO Receipt Type Control: allows you to assign User IDs to have access to only Shipment, or Shipment/Invoice. This setting controls the options available on the PO Entry “Actions” button, and on the Receivings Transaction Entry window. It also supports Vendor ID level setup so that the PO Receipt Type defaults based on the Vendor setup.

Post Check – Relabel Process Button as RUN: The Post Checks window has a “Process” drop-down list, which is easily confused with the two “Process” buttons (Process and Process Later). The two buttons are relabeled “Run” and “Run Later” to help avoid user confusion.

Prompt to Add Non-Inventory Items: when an Item Number (or Vendor Item Number) is entered that does not exist in the Item Master (or Vendor Item Master), the user is prompted to Add the item number to Item Maintenance.

Prompt to Add PURCH Acct to Vendor: When a PURCH account is selected on the PM Transaction Entry Distributions window, if it does not already exist on the Vendor’s Accounts page or Additional Accounts, the user will be asked to add it.

Purchasing Receipt Distributions Override: a version 10 service pack disabled the ability to change the PURCH account in Receivings Transaction Entry. This tweak re-enables the ability to add/edit/delete the PURCH distributions. It also adds the ability to create Default Distributions where there is one PURCH line for every line item received. PLEASE READ THIS IMPORTANT STATEMENT.

Require PURCH Acct in PO Entry: Makes the Inventory/Purchases/Drop-Ship Account a required field in Purchase Order Entry.

Select Checks Defaults: control the Select Payables Checks options (such as the “Apply Existing” checkboxes) based on the Checkbook assigned to the Batch ID used for the check run.

Select Checks Status Message: eliminate the need to check the Process Monitor to see if the Build Check Batch process is still running! This Tweak displays << Building Batch >> in the Title Bar of the Select Payables Checks window while a check batch is being built.

Unmark Select Checks Apply Boxes: normally the three options to apply un-applied credit documents (credit memos, payments, and returns) are always marked by default. If you un-mark them the automatically re-mark. This feature will force the boxes to be un-marked by default.

Vendor Approvals: apply a “hard” Hold to a Vendor. Normally Dynamics GP will prompt that a Vendor is on Hold, but allow the user to continue with a Purchase Order. With Vendor Approvals enabled, when the Hold box is marked Vendor Maintenance, a PO cannot be created using the vendor. Vendor Approvals also makes sure that new Vendors are automatically placed on Hold. Specify which users are authorized to remove the Vendor Hold.

Auto-Apply Return to Copied Invoice: Making ‘voiding’ a SOP Invoice easier with this Tweak. When an Invoice is copied to create a Return, the credit from the posted Return will be applied automatically to the Invoice.

Auto-Close Child Windows: No more playing “Where’s Window” after clicking Save on a Sales Transaction. GP will tell you that a window is open, but does not bring it forward, requiring the user to hunt for and close the window before being allowed to save the document. This Tweak will automatically close open child windows automatically.

Auto-Open Customer Detail Entry: There are a number of fields and buttons on the Customer Detail Entry window that provide access to information about a customer that you do not see on the main SOP Entry window. When creating a new transaction, rather than selecting a Customer then clicking the expansion button to open Customer Detail Entry, this tweak will open the window automatically after the SOP Number is generated. You can select the customer directly on the Customer Detail Entry window and have direct access to different views of customer sales and payment history, along with Ship To Address fields, payment terms and so on.

Auto-Set Quantity To Backorder: calculates and updates the Quantity to Backorder field when the Quantity Fulfilled is set to a value less than the Order Quantity or Invoice Quantity.

Cancel Drop Ship: Cancels the remaining quantity on a drop-ship line while keeping the SOP-POP Link. The SOP-POP Link and PO are also updated to reflect the canceled quantity.

Clear Sales Default Site: the Sales Transaction Entry window normally remembers the last used Site ID. This feature will automatically clear the Default Site when a document is saved.

Credit Limit Alert: sets the background color of the Customer Number field to red when the Customer is above their credit limit.

Customer PO – Check for Duplicate:if a duplicate is entered the Customer PO Inquiry window opens showing the SOP Documents that have the same number, but user can continue with the duplicate.

Customer PO – Require Unique:if a Customer PO Number is used on Sales Transaction Entry, this feature ensures that duplicates are not allowed. If a duplicate is entered, the Customer PO Inquiry window opens showing the duplicate documents.

Customer PO – Required:allows you to make the Customer PO Number field required on Sales Transaction Entry. The setup allows you to specify whether the Customer PO Number should always be required for all Customers, or required only for certain Customers.

Display Shipping Weight in Title Bar: calculates the total Shipping Weight for the transaction and displays it in the Title Bar of the Sales Transaction Entry window.

Document Detail Inquiry Zoom-to-Document: the Document Detail Inquiry window shows linked documents (such as the Quote from which an Order was created), but it does not provide a way to open the document. This Tweak opens the document in the Sales Inquiry window.

Document Detail Voids Asterisk: the Document Detail Entry and Document Detail Inquiry window will show voided documents with an asterisk in front of the SOP Type.

Duplicate Items Warning: presents a warning if the user enters an Item Number that already exists on the sales transaction.

Email History: adds a confirmation to the Email Documents button so you have a chance to cancel before sending an email, and tracks who sent the email, the date sent, and provides a place for the user to record a comment. Email History works on Sales Transaction Entry and Sales Transaction Inquiry Zoom.

Freight Field Controls: makes the Freight field on Sales Transaction Entry un-editable. The lock can be by Customer (the Freight field is locked for all documents for a Customer), or by Document (the Freight field lock can be enabled or disabled per document). The document-level locks follow the document as it is transferred between statuses.

Non-Inventory Default U of M: Dynamics GP normally uses “Each” as the Unit of Measure for Non-Inventory items. The SOP Non-Inventory Default U of M feature allows you to provide your own U of M to use for Non-Inventory items (such as Gallon or Unit).

Non-Tracked Item Serial/Lot Entry: provides a way to record serial or lot numbers on non-inventory type items, non-serial/lot tracked items, and for all item types on Drop-Ship orders. Normally GP allows entry/selection of serial or lot numbers only if the item is set up to track serial/lot numbers. However you may have serial/lot tracked items in inventory and need to provide that information to your customer. Another use of this Tweak is to record serial/lot numbers for Drop-Shipped items. Regardless of how the item is set up in GP (i.e. it may be serial tracked), GP does not allow recording serial numbers on drop-shipped lines. The serial/lot numbers print on existing GP SOP Forms just like they do with serial/lot controlled inventory items. This Tweak also integrates with the serial/lot tracking windows so inquiries can be performed to locate transactions by serial or lot number.

Quick Print Mailing Labels: Print Customer Mailing Labels directly from Sales Transaction Entry for the displayed Customer. Eliminates the time consuming task of creating or modifying a Mailing Label Report Option just to print a single label.

Requested Ship Date Auto-Calculate: Enables system calculated Ship Dates based on a combination of Shipping Method and UPS Zone. The calculation can also be based on Zip Code, or either of the Address User Defined fields.

Requested Ship Date Rolldown: A change made to the Requested Ship Date on Sales Date Entry will roll down to all sales lines. It also will update linked Purchase Orders, and reschedule linked Manufacturing Orders.

Requested Ship Date MOP & POP Link:

Reset Document Date: when the Save button is clicked the Sales Transaction Entry window normally remembers the last used date. This feature will automatically reset the Document Date to the User Date.

Reset Pack Slip Num on Transfer: causes GP to generate a unique Packing Slip Number for each partial fulfillment.

Reset Pick Ticket Num on Transfer: causes GP to generate a unique Picking Ticket Number for each partial fulfillment.

Sales Doc Print Options Defaults: save default settings for all of the checkboxes and drop-downs on the Sales Document Print Options window so when it opens to print a Sales Document (or Batch), settings like “Reprint Previously Printed” or “Print Customer Item” will be marked by default.

Transfer Document Auto-Mark Options: the “transfer to order/invoice/backorder” and “include totals and deposits” boxes will auto-mark when the window opens. Depending on the SOP Line quantities, the system will decide, for example, if you are transferring an Order to Invoice, an Order to Backorder, or both.

Use Item’s Default Site: The SOP line Location Code will be set to the Item’s Default Site (assigned on Item Quantities Maintenance).

SOP Rules: a “sub-set” of Tweaks containing a number of small SOP Entry controls:

Default Batch ID – User: Sets the Batch ID based on a default assigned to the User. The Batch ID field can also be locked to prevent changes.

Default Document ID – User: Sets the Document ID (which controls the document number sequence) based on the User ID. The Document ID can be locked to prevent changes.

Default Location Code – User: Sets the Default Site assigned to the document, and the lines, based on the User ID. The Location Code can be locked to prevent changes.

Default Location Code – Customer: Set the Default Site assigned to the document, and the lines, based on the Customer ID. The Location Code can be locked to prevent changes.

Fulfillment Batch: automatically changes the Batch ID when fulfillment occures. For example, change the Batch to indicate the order is “Ready To Invoice”.

Required SOP User Defined Fields by Document ID: for each Document ID (such as STDORD or PHNORD) different SOP User Defined Fields can be set as Required Fields. If the Document ID has required fields, the User Defined Field Entry window will open automatically, show the required fields, and require entry.

Secure Batch by User: Prevents users from accessing Sales Transactions in a “Secure Batch” that belongs to another user. Only the owner(s) of the “Secure Batch” can edit transactions in the batch, or assign new transactions to their Secure Batch.

Transfer to Doc ID – Batch ID: Link a Transfer To Batch ID to each SOP Document ID, then have that Batch ID automatically fill in the Transfer To Batch ID on the Sales Document Detail Entry window. Normally GP transfers an Order to Invoice and keeps the document in the same Batch. With this rule enabled, the document will transfer into a new batch assigned to the Invoice ID.

Cache System Password: Once a user has entered the System Password, it is remembered so that other system-level windows can be opened without having to re-enter the system password for each window.

Dynamics GP User Setup: Version 9 removed the ability to create User IDs that exist only in Dynamics GP. Some 3rd party products need Dynamics GP users, but the users do not need to exist on the SQL Server. This window returns the ability to create Dynamics GP users only.

Login Controls: Set which Datasource a user can select, and lock it. Includes several other login related controls including defaulting the company in a multi-database environment.

Note Activity Locking: adds record-level locking and activity tracking to Notes. When a second user attempts to open a note which is being edited by another user, they will receive a warning that the note is locked by another user, and the Notes window will be put into a “display only” mode.

SmartList Tools:

SmartList Favorite Lock: adds the ability to lock, and password protect, any user created SmartList Favorite. Prevents accidental changes to important SmartList Favorites, such as those used for exports.

SmartList Hide Treeview: toggles the treeview (navigation pane) in the SmartList window on or off so that the results pane can expand to take-up the entire SmartList window.

SmartList Favorite Keep Open: Keep multiple SmartList Favorites open at the same time.

SmartList Resize: create System-level and User-defined sizes which resize the SmartList window in a way that maximizes the results-pane while keeping the Treeview compact.

Window Note OLE Container: Attach documents, such as User Instructions, to each window in GP using the same OLE functionality available on Record Level Notes.

US Payroll:

Print/Post Checks-Relabel Process Button as RUN: On both the US Payroll Print Checks and Post Checks windows there is a Process drop-down list and a Process button. The Process Buttons are relabeled “Run” to avoid confusion with the Process drop-down lists .